Accomplished executive in the financial industry with results-oriented experience in mortgage lending, banking and investment consulting.
4 years experience in retail banking. Positions included: Director of Investor Relations, New Account Specialist, Retirement Specialist, Head Teller, Data Base Specialist.
10 years generating new business through conducting first time home buyers seminars, developing relationships with real estate agents, attorneys and title companies. Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loans. Determined rate locks, issuance of disclosures and overage and underage and fee waivers. Oversaw and attended all loan closings.
4 years originated and closed loans in 2 counties. Established relationships with Realtors, Attorneys, Title Companies and Community business leaders.
10 years experience establishing new clients, reviewing clients portfolios and determining whether life changes, economic developments or financial performance indicated need for revision. Implemented recommendations.
4 years sales and customer service.
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